Gee 7 Wealth Management Limited

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gee 7 wealth management limited Company Information

Live

MatureSmallDeclining

Company Number

01047306

Website

www.gee7.co.uk

Registered Address

2 charlesworth court, knights way, shrewsbury, SY1 3AB

Industry

Administration of financial markets

Telephone

03300242281

Next Accounts Due

September 2024

Group Structure

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Directors

Martin Jones1 Years

Shareholders

gee 7 group ltd 100%

gee 7 wealth management limited Estimated Valuation

£1.4m

Pomanda estimates the enterprise value of GEE 7 WEALTH MANAGEMENT LIMITED at £1.4m based on a Turnover of £740.9k and 1.85x industry multiple (adjusted for size and gross margin).

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Gee 7 Wealth Management Limited is a live company located in shrewsbury, SY1 3AB with a Companies House number of 01047306. It operates in the administration of financial markets sector, SIC Code 66110. Founded in March 1972, it's largest shareholder is gee 7 group ltd with a 100% stake. Gee 7 Wealth Management Limited is a mature, small sized company, Pomanda has estimated its turnover at £740.9k with declining growth in recent years.

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Pomanda's financial health check has awarded Gee 7 Wealth Management Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 5 areas for improvement. Company Health Check FAQs

Health Rating4out of 5

4 Strong

2 Regular

5 Weak

Size

annual sales of £740.9k, make it smaller than the average company (£5.9m)

Growth

3 year (CAGR) sales growth of -23%, show it is growing at a slower rate (7.3%)

EXPORT

Gee 7 Wealth Management Limited's latest turnover from December 2022 is estimated at £740.9 thousand and the company has net assets of £283.7 thousand. According to their latest financial statements, Gee 7 Wealth Management Limited has 6 employees and maintains cash reserves of £332.4 thousand as reported in the balance sheet.

Data source: Companies House, Pomanda Estimates

	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Turnover	740,929	1,482,710	1,190,254	1,610,085	2,514,600	1,640,544	2,127,320	2,182,491	1,060,606	1,659,521	327,031	98,056	47,351	0
Other Income Or Grants	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Cost Of Sales	44,826	6,884	4,121	88,896	186,866	214,616	350,674	266,304	255,857	507,154	125,239	39,914	17,387	0
Gross Profit	696,103	1,475,826	1,186,133	1,521,189	2,327,734	1,425,928	1,776,646	1,916,187	804,748	1,152,367	201,791	58,142	29,963	0
Admin Expenses	844,543	1,442,618	1,321,055	1,433,537	1,999,154	1,510,459	1,619,547	1,831,233	880,416	1,022,037	253,393	-22,303	14,360	-26,317
Operating Profit	-148,440	33,208	-134,922	87,652	328,580	-84,531	157,099	84,954	-75,668	130,330	-51,602	80,445	15,603	26,317
Interest Payable	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Interest Receivable	16,588	1,350	471	3,597	2,489	890	326	349	303	283	439	460	234	102
Pre-Tax Profit	-131,852	34,558	-134,451	91,248	331,069	-83,641	157,425	85,304	-75,365	130,613	-51,163	80,905	15,838	26,419
Tax	0	-6,566	0	-17,337	-62,903	0	-31,485	-17,061	0	-30,041	0	-21,035	-4,434	-7,397
Profit After Tax	-131,852	27,992	-134,451	73,911	268,166	-83,641	125,940	68,243	-75,365	100,572	-51,163	59,870	11,403	19,022
Dividends Paid	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Retained Profit	-131,852	27,992	-134,451	73,911	268,166	-83,641	125,940	68,243	-75,365	100,572	-51,163	59,870	11,403	19,022
Employee Costs	556,862	1,673,357	1,435,429	2,044,623	2,032,000	2,391,811	2,620,224	2,113,545	636,856	962,575	271,801	75,077	71,600	0
Number Of Employees	6	18	16	20	20	22	27	21	6	10	3	1	1	0
EBITDA*	-144,777	38,905	-128,813	93,927	333,723	-76,459	164,644	91,419	-69,834	139,117	-47,283	81,154	16,257	26,860

* Earnings Before Interest, Tax, Depreciation and Amortisation

	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Tangible Assets	7,974	4,807	10,000	17,260	12,404	13,695	11,021	16,401	18,352	22,282	28,480	4,653	924	850
Intangible Assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Investments & Other	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors (Due After 1 year)	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Total Fixed Assets	7,974	4,807	10,000	17,260	12,404	13,695	11,021	16,401	18,352	22,282	28,480	4,653	924	850
Stock & work in progress	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Debtors	28,575	312	2,377	24,610	0	4,329	3,230	307	122,752	174,678	34,318	7,320	5,850	9,345
Group Debtors	1,872	90,101	95,114	348,415	175,051	136,239	218,957	80,876	0	0	0	0	0	0
Misc Debtors	22,666	24,250	48,924	38,427	38,539	64,988	39,417	61,435	0	0	0	0	0	0
Cash	332,426	615,473	464,672	477,428	481,651	182,107	173,882	87,225	52,521	68,631	44,579	131,156	52,821	40,850
misc current assets	0	0	0	0	0	0	0	0	0	0	0	0	0	0
total current assets	385,539	730,136	611,087	888,880	695,241	387,663	435,486	229,843	175,273	243,309	78,897	138,476	58,671	50,195
total assets	393,513	734,943	621,087	906,140	707,645	401,358	446,507	246,244	193,625	265,591	107,377	143,129	59,595	51,045
Bank overdraft	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Bank loan	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Trade Creditors	47,242	78,949	69,248	187,164	112,652	10,847	3,501	5,189	120,886	117,487	59,645	47,734	24,070	26,923
Group/Directors Accounts	42,828	183,119	106,503	89,597	0	39,312	2,077	0	0	0	0	0	0	0
other short term finances	0	0	0	0	0	0	0	0	0	0	0	0	0	0
hp & lease commitments	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other current liabilities	17,840	56,242	56,022	104,309	145,102	169,114	175,536	100,073	0	0	0	0	0	0
total current liabilities	107,910	318,310	231,773	381,070	257,754	219,273	181,114	105,262	120,886	117,487	59,645	47,734	24,070	26,923
loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0
hp & lease commitments	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Accruals and Deferred Income	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other liabilities	0	0	0	0	0	0	0	0	0	0	0	0	0	0
provisions	1,856	1,034	1,707	3,012	1,744	2,104	1,771	3,300	3,300	3,300	3,500	0	0	0
total long term liabilities	1,856	1,034	1,707	3,012	1,744	2,104	1,771	3,300	3,300	3,300	3,500	0	0	0
total liabilities	109,766	319,344	233,480	384,082	259,498	221,377	182,885	108,562	124,186	120,787	63,145	47,734	24,070	26,923
net assets	283,747	415,599	387,607	522,058	448,147	179,981	263,622	137,682	69,439	144,804	44,232	95,395	35,525	24,122
total shareholders funds	283,747	415,599	387,607	522,058	448,147	179,981	263,622	137,682	69,439	144,804	44,232	95,395	35,525	24,122

	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2009
Operating Activities
Operating Profit	-148,440	33,208	-134,922	87,652	328,580	-84,531	157,099	84,954	-75,668	130,330	-51,602	80,445	15,603	26,317
Depreciation	3,663	5,697	6,109	6,275	5,143	8,072	7,545	6,465	5,834	8,787	4,319	709	654	543
Amortisation	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Tax	0	-6,566	0	-17,337	-62,903	0	-31,485	-17,061	0	-30,041	0	-21,035	-4,434	-7,397
Stock	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Debtors	-61,550	-31,752	-265,037	197,862	8,034	-56,048	118,986	19,866	-51,926	140,360	26,998	1,470	-3,495	9,345
Creditors	-31,707	9,701	-117,916	74,512	101,805	7,346	-1,688	-115,697	3,399	57,842	11,911	23,664	-2,853	26,923
Accruals and Deferred Income	-38,402	220	-48,287	-40,793	-24,012	-6,422	75,463	100,073	0	0	0	0	0	0
Deferred Taxes & Provisions	822	-673	-1,305	1,268	-360	333	-1,529	0	0	-200	3,500	0	0	0
Cash flow from operations	-152,514	73,339	-31,284	-86,285	340,219	-19,154	86,419	38,868	-14,509	26,358	-58,870	82,313	12,465	37,041
Investing Activities
capital expenditure	-6,830	-504	1,151	-11,131	-3,852	-10,746	-2,165	-4,514	-1,904	-2,589	-28,146	-4,438	-728	-1,393
Change in Investments	0	0	0	0	0	0	0	0	0	0	0	0	0	0
cash flow from investments	-6,830	-504	1,151	-11,131	-3,852	-10,746	-2,165	-4,514	-1,904	-2,589	-28,146	-4,438	-728	-1,393
Financing Activities
Bank loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Group/Directors Accounts	-140,291	76,616	16,906	89,597	-39,312	37,235	2,077	0	0	0	0	0	0	0
Other Short Term Loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Long term loans	0	0	0	0	0	0	0	0	0	0	0	0	0	0
Hire Purchase and Lease Commitments	0	0	0	0	0	0	0	0	0	0	0	0	0	0
other long term liabilities	0	0	0	0	0	0	0	0	0	0	0	0	0	0
share issue	0	0	0	0	0	0	0	0	0	0	0	0	0	5,100
interest	16,588	1,350	471	3,597	2,489	890	326	349	303	283	439	460	234	102
cash flow from financing	-123,703	77,966	17,377	93,194	-36,823	38,125	2,403	349	303	283	439	460	234	5,202
cash and cash equivalents
cash	-283,047	150,801	-12,756	-4,223	299,544	8,225	86,657	34,704	-16,110	24,052	-86,577	78,335	11,971	40,850
overdraft	0	0	0	0	0	0	0	0	0	0	0	0	0	0
change in cash	-283,047	150,801	-12,756	-4,223	299,544	8,225	86,657	34,704	-16,110	24,052	-86,577	78,335	11,971	40,850

Very Low Risk70 - 100

Low Risk50 - 70

Moderate Risk30 - 50

High Risk20 - 30

Very High Risk0 - 20

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GEE 7 WEALTH MANAGEMENT LIMITED group structure

Gee 7 Wealth Management Limited has no subsidiary companies.

Ultimate parent company

LYNEAL GROUP LTD

11592523

GEE 7 GROUP LIMITED

07662130

2 parents

GEE 7 WEALTH MANAGEMENT LIMITED

01047306

GEE 7 WEALTH MANAGEMENT LIMITED Shareholders

gee 7 group ltd

100%

Gee 7 Wealth Management Limited currently has 1 director, Mr Martin Jones serving since Dec 2022.

officer	country	age	start	end	role
Mr Martin Jones	England	50 years	Dec 2022	-	Director

P&L

December 2022

turnover

740.9k

-50%

operating profit

-148.4k

gross margin

94%

-5.61%

turnover

Turnover, or revenue, is the amount of sales generated by a company within the financial year.

Balance Sheet

December 2022

net assets

283.7k

-0.32%

total assets

393.5k

-0.46%

cash

332.4k

-0.46%

net assets

Total assets minus all liabilities

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company number

01047306

Type

Private limited with Share Capital

industry

66110 - Administration of financial markets

incorporation date

March 1972

age

accounts

Total Exemption Full

ultimate parent company

LYNEAL GROUP LTD

previous names

gee & company (financial planning) limited (July 2011)

r.e.gee & company limited (September 2006)

incorporated

address

2 charlesworth court, knights way, shrewsbury, SY1 3AB

last accounts submitted

December 2022

A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.

We found 1 charges/mortgages relating to gee 7 wealth management limited. Currently there are 0 open charges and 1 have been satisfied in the past.

gee 7 wealth management limited Company Information

gee 7 wealth management limited Estimated Valuation

gee 7 wealth management limited Estimated Valuation

gee 7 wealth management limited Estimated Valuation

Gee 7 Wealth Management Limited Overview

Gee 7 Wealth Management Limited Health Check

GEE 7 WEALTH MANAGEMENT LIMITED financials

gee 7 wealth management limited Credit Report and Business Information

Gee 7 Wealth Management Limited Competitor Analysis

gee 7 wealth management limited Ownership

gee 7 wealth management limited directors

gee 7 wealth management limited company details

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gee 7 wealth management limited Companies House Filings - See Documents